MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 332 filers reported holding MORNINGSTAR INC in Q1 2022. The put-call ratio across all filers is 5.62 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $67 | +71.8% | 284 | +42.7% | 0.00% | – |
| Q2 2023 | $39 | -33.9% | 199 | -32.1% | 0.00% | – |
| Q1 2023 | $59 | +22.9% | 293 | +32.6% | 0.00% | – |
| Q4 2022 | $48 | -100.0% | 221 | -63.9% | 0.00% | -100.0% |
| Q3 2022 | $130,000 | -47.4% | 612 | -40.1% | 0.00% | -50.0% |
| Q2 2022 | $247,000 | +28.6% | 1,022 | +45.4% | 0.00% | +100.0% |
| Q1 2022 | $192,000 | +36.2% | 703 | +70.2% | 0.00% | 0.0% |
| Q4 2021 | $141,000 | +3425.0% | 413 | +2850.0% | 0.00% | – |
| Q2 2021 | $4,000 | 0.0% | 14 | 0.0% | 0.00% | – |
| Q1 2021 | $4,000 | 0.0% | 14 | 0.0% | 0.00% | – |
| Q4 2020 | $4,000 | 0.0% | 14 | 0.0% | 0.00% | – |
| Q3 2020 | $4,000 | 0.0% | 14 | 0.0% | 0.00% | – |
| Q2 2020 | $4,000 | 0.0% | 14 | 0.0% | 0.00% | – |
| Q1 2020 | $4,000 | 0.0% | 14 | 0.0% | 0.00% | – |
| Q4 2019 | $4,000 | 0.0% | 14 | 0.0% | 0.00% | – |
| Q3 2019 | $4,000 | 0.0% | 14 | 0.0% | 0.00% | – |
| Q2 2019 | $4,000 | 0.0% | 14 | 0.0% | 0.00% | – |
| Q1 2019 | $4,000 | – | 14 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| GOLDEN GATE PRIVATE EQUITY, INC. | 68,300 | $6,623,000 | 5.57% |
| ATLANTA CAPITAL MANAGEMENT CO L L C | 3,128,600 | $303,380,000 | 1.59% |
| Palo Capital, Inc. | 33,938 | $3,291,000 | 1.47% |
| AMERICAN CAPITAL MANAGEMENT INC | 208,560 | $20,224,000 | 1.22% |
| Copeland Capital Management, LLC | 159,314 | $15,449,000 | 0.98% |
| Sapphire Star Partners LP | 7,056 | $684,000 | 0.81% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 881,216 | $85,452,000 | 0.69% |
| BAMCO INC /NY/ | 1,504,371 | $145,879,000 | 0.67% |
| Zebra Capital Management LLC | 16,384 | $1,589,000 | 0.54% |
| Force Capital Management LLC | 4,715 | $457,000 | 0.48% |